{
  "path": "/advisors/tx",
  "url": "https://advisorcensus.com/advisors/tx/page/37",
  "page_type": "state",
  "title": "Financial advisors in Texas",
  "filters": {},
  "scope_total": 3052,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Texas?",
      "a": "AdvisorCensus lists 3,052 investment advisory firms with a principal office in Texas, from Form ADV filings as of October 2026: 1,108 SEC-registered, 1,270 state-registered, and 674 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Texas?",
      "a": "831 of the 3,052 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Texas offer financial planning?",
      "a": "1,291 of the 2,378 firms in Texas that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Texas fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 831 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 3,052 investment advisory firms with a principal office in Texas, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Texas: 3,052 firms from Form ADV filings as of October 2026.",
  "total_firms": 3052,
  "page": 37,
  "total_pages": 62,
  "sort": "name",
  "registration_types": {
    "sec": 1108,
    "state": 1270,
    "exempt": 674
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 831
    },
    {
      "code": "percentage_of_aum",
      "count": 2157
    },
    {
      "code": "hourly",
      "count": 850
    },
    {
      "code": "subscription",
      "count": 31
    },
    {
      "code": "fixed",
      "count": 1156
    },
    {
      "code": "commissions",
      "count": 33
    },
    {
      "code": "performance_based",
      "count": 591
    },
    {
      "code": "other",
      "count": 303
    },
    {
      "code": "not_reported",
      "count": 674
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 1433
    },
    {
      "code": "5_to_9",
      "count": 666
    },
    {
      "code": "10_to_19",
      "count": 604
    },
    {
      "code": "20_plus",
      "count": 293
    },
    {
      "code": "not_reported",
      "count": 56
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 726
    },
    {
      "code": "25m_100m",
      "count": 389
    },
    {
      "code": "100m_500m",
      "count": 545
    },
    {
      "code": "500m_1b",
      "count": 196
    },
    {
      "code": "1b_5b",
      "count": 226
    },
    {
      "code": "over_5b",
      "count": 91
    },
    {
      "code": "not_reported",
      "count": 879
    }
  ],
  "firms": [
    {
      "crd_number": 282650,
      "name": "MSA Capital Management, PLLC",
      "name_as_filed": "MSA CAPITAL MANAGEMENT, PLLC",
      "url": "https://advisorcensus.com/firm/msa-capital-management-pllc-282650",
      "city": null,
      "state": null,
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283032,
      "name": "MSM Advisory, LLC",
      "name_as_filed": "MSM ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/msm-advisory-llc-283032",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284708,
      "name": "MT Clinic, L.L.C.",
      "name_as_filed": "MT CLINIC, L.L.C.",
      "url": "https://advisorcensus.com/firm/mt-clinic-l-l-c-houston-tx-284708",
      "city": "Houston",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 121140,
      "name": "MTR Advisory Services, Inc.",
      "name_as_filed": "MTR ADVISORY SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/mtr-advisory-services-inc-austin-tx-121140",
      "city": "Austin",
      "state": "TX",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149078,
      "name": "MTR Financial Services, LLC",
      "name_as_filed": "MTR FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/mtr-financial-services-llc-kingwood-tx-149078",
      "city": "Kingwood",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150356,
      "name": "Much Wealth Management, Inc.",
      "name_as_filed": "MUCH WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/much-wealth-management-inc-southlake-tx-150356",
      "city": "Southlake",
      "state": "TX",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309797,
      "name": "Mucker Early, LLC",
      "name_as_filed": "MUCKER EARLY, LLC",
      "url": "https://advisorcensus.com/firm/mucker-early-llc-austin-tx-309797",
      "city": "Austin",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 294882,
      "name": "Muckerlab, LLC",
      "name_as_filed": "MUCKERLAB, LLC",
      "url": "https://advisorcensus.com/firm/muckerlab-llc-austin-tx-294882",
      "city": "Austin",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 281411,
      "name": "Muddy Waters Capital LLC",
      "name_as_filed": "MUDDY WATERS CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/muddy-waters-capital-llc-austin-tx-281411",
      "city": "Austin",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319629,
      "name": "Mueller Wealth Advisors",
      "name_as_filed": "MUELLER WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/mueller-wealth-advisors-austin-tx-319629",
      "city": "Austin",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328925,
      "name": "Mullett Financial LLC",
      "name_as_filed": "MULLETT FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/mullett-financial-llc-328925",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329402,
      "name": "Multi Asset Generational Manager LLC",
      "name_as_filed": "MULTI ASSET GENERATIONAL MANAGER LLC",
      "url": "https://advisorcensus.com/firm/multi-asset-generational-manager-llc-frisco-tx-329402",
      "city": "Frisco",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 297302,
      "name": "Multicoin Capital Management, LLC",
      "name_as_filed": "MULTICOIN CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/multicoin-capital-management-llc-austin-tx-297302",
      "city": "Austin",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165130,
      "name": "Murphy & Sylvest",
      "name_as_filed": "MURPHY & SYLVEST",
      "url": "https://advisorcensus.com/firm/murphy-and-sylvest-dallas-tx-165130",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146921,
      "name": "Murray Investment Management, LLC",
      "name_as_filed": "MURRAY INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/murray-investment-management-llc-houston-tx-146921",
      "city": "Houston",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142783,
      "name": "Murray Securities, Inc.",
      "name_as_filed": "MURRAY SECURITIES, INC.",
      "url": "https://advisorcensus.com/firm/murray-securities-inc-tyler-tx-142783",
      "city": "Tyler",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124421,
      "name": "Mustang Capital Management, LLC",
      "name_as_filed": "MUSTANG CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/mustang-capital-management-llc-124421",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304271,
      "name": "MV Fund Manager LLC",
      "name_as_filed": "MV FUND MANAGER LLC",
      "url": "https://advisorcensus.com/firm/mv-fund-manager-llc-dallas-tx-304271",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 152960,
      "name": "MVM Advisors, LLC",
      "name_as_filed": "MVM ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/mvm-advisors-llc-152960",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285443,
      "name": "My Harvest Field Financial LLC",
      "name_as_filed": "MY HARVEST FIELD FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/my-harvest-field-financial-llc-sugar-land-tx-285443",
      "city": "Sugar Land",
      "state": "TX",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318456,
      "name": "Myfi Wealth Management, LLC",
      "name_as_filed": "MYFI WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/myfi-wealth-management-llc-318456",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316917,
      "name": "Mytimeequity",
      "name_as_filed": "MYTIMEEQUITY",
      "url": "https://advisorcensus.com/firm/mytimeequity-plano-tx-316917",
      "city": "Plano",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 213516,
      "name": "N2 Capital Management, LP",
      "name_as_filed": "N2 CAPITAL MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/n2-capital-management-lp-dallas-tx-213516",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 11,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 342433,
      "name": "Narrow Gate Energy, LLC",
      "name_as_filed": "NARROW GATE ENERGY, LLC",
      "url": "https://advisorcensus.com/firm/narrow-gate-energy-llc-dallas-tx-342433",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 289955,
      "name": "Nashional Investments",
      "name_as_filed": "NASHIONAL INVESTMENTS",
      "url": "https://advisorcensus.com/firm/nashional-investments-mckinney-tx-289955",
      "city": "McKinney",
      "state": "TX",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158740,
      "name": "Natalie M. Kassenyeva",
      "name_as_filed": "NATALIE M. KASSENYEVA",
      "url": "https://advisorcensus.com/firm/natalie-m-kassenyeva-158740",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316426,
      "name": "Nautical Star Financial Group LLC",
      "name_as_filed": "NAUTICAL STAR FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/nautical-star-financial-group-llc-las-colinas-tx-316426",
      "city": "Las Colinas",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 277084,
      "name": "Navidar LLC",
      "name_as_filed": "NAVIDAR LLC",
      "url": "https://advisorcensus.com/firm/navidar-llc-austin-tx-277084",
      "city": "Austin",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146265,
      "name": "Navigo Wealth Management, LLC",
      "name_as_filed": "NAVIGO WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/navigo-wealth-management-llc-southlake-tx-146265",
      "city": "Southlake",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114585,
      "name": "Naworski Investments",
      "name_as_filed": "NAWORSKI INVESTMENTS",
      "url": "https://advisorcensus.com/firm/naworski-investments-114585",
      "city": null,
      "state": null,
      "years_registered": 26,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342755,
      "name": "NAX Capital LLC",
      "name_as_filed": "NAX CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/nax-capital-llc-342755",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300718,
      "name": "Naya Management SPV II",
      "name_as_filed": "NAYA MANAGEMENT SPV II",
      "url": "https://advisorcensus.com/firm/naya-management-spv-ii-irving-tx-300718",
      "city": "Irving",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 290203,
      "name": "Naya Ventures, LLC",
      "name_as_filed": "NAYA VENTURES, LLC",
      "url": "https://advisorcensus.com/firm/naya-ventures-llc-irving-tx-290203",
      "city": "Irving",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 149822,
      "name": "NB Alternatives Advisers LLC",
      "name_as_filed": "NB ALTERNATIVES ADVISERS LLC",
      "url": "https://advisorcensus.com/firm/nb-alternatives-advisers-llc-dallas-tx-149822",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 17,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327937,
      "name": "NCA Loan Investors, LLC",
      "name_as_filed": "NCA LOAN INVESTORS, LLC",
      "url": "https://advisorcensus.com/firm/nca-loan-investors-llc-dallas-tx-327937",
      "city": "Dallas",
      "state": "TX",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 124112,
      "name": "Neal Financial Group, L.P.",
      "name_as_filed": "NEAL FINANCIAL GROUP, L.P.",
      "url": "https://advisorcensus.com/firm/neal-financial-group-l-p-tomball-tx-124112",
      "city": "Tomball",
      "state": "TX",
      "years_registered": 23,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322817,
      "name": "Needville Insurance Agency Inc",
      "name_as_filed": "NEEDVILLE INSURANCE AGENCY INC",
      "url": "https://advisorcensus.com/firm/needville-insurance-agency-inc-needville-tx-322817",
      "city": "Needville",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325331,
      "name": "NEK Financial Inc",
      "name_as_filed": "NEK FINANCIAL INC",
      "url": "https://advisorcensus.com/firm/nek-financial-inc-325331",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299307,
      "name": "Nest Financial LLC",
      "name_as_filed": "NEST FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/nest-financial-llc-austin-tx-299307",
      "city": "Austin",
      "state": "TX",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284016,
      "name": "Nestegg Wealth Advisors",
      "name_as_filed": "NESTEGG WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/nestegg-wealth-advisors-rowlett-tx-284016",
      "city": "Rowlett",
      "state": "TX",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336825,
      "name": "Nestvst",
      "name_as_filed": "NESTVST",
      "url": "https://advisorcensus.com/firm/nestvst-sugar-land-tx-336825",
      "city": "Sugar Land",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315303,
      "name": "Net Equity Capital",
      "name_as_filed": "NET EQUITY CAPITAL",
      "url": "https://advisorcensus.com/firm/net-equity-capital-austin-tx-315303",
      "city": "Austin",
      "state": "TX",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330795,
      "name": "Net Financial",
      "name_as_filed": "NET FINANCIAL",
      "url": "https://advisorcensus.com/firm/net-financial-katy-tx-330795",
      "city": "Katy",
      "state": "TX",
      "years_registered": null,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131658,
      "name": "New Capital Management, LP",
      "name_as_filed": "NEW CAPITAL MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/new-capital-management-lp-houston-tx-131658",
      "city": "Houston",
      "state": "TX",
      "years_registered": 22,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114509,
      "name": "New Century Partners-The No-Load Group, Inc.",
      "name_as_filed": "NEW CENTURY PARTNERS-THE NO-LOAD GROUP, INC.",
      "url": "https://advisorcensus.com/firm/new-century-partners-the-no-load-group-inc-fort-worth-tx-114509",
      "city": "Fort Worth",
      "state": "TX",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152136,
      "name": "New Dimensions Wealth Management, L.L.C.",
      "name_as_filed": "NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.",
      "url": "https://advisorcensus.com/firm/new-dimensions-wealth-management-l-l-c-allen-tx-152136",
      "city": "Allen",
      "state": "TX",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314959,
      "name": "New Heights Planning",
      "name_as_filed": "NEW HEIGHTS PLANNING",
      "url": "https://advisorcensus.com/firm/new-heights-planning-houston-tx-314959",
      "city": "Houston",
      "state": "TX",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117535,
      "name": "New Observer Capital Management, LLC",
      "name_as_filed": "NEW OBSERVER CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/new-observer-capital-management-llc-117535",
      "city": null,
      "state": null,
      "years_registered": 24,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305434,
      "name": "New Territory Advisors",
      "name_as_filed": "NEW TERRITORY ADVISORS",
      "url": "https://advisorcensus.com/firm/new-territory-advisors-houston-tx-305434",
      "city": "Houston",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 313068,
      "name": "Newcrestimage Investments, LLC",
      "name_as_filed": "NEWCRESTIMAGE INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/newcrestimage-investments-llc-grapevine-tx-313068",
      "city": "Grapevine",
      "state": "TX",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [
    {
      "path": "/advisors/tx/dallas",
      "name": "Dallas",
      "msa_name": "Dallas-Fort Worth-Arlington, TX",
      "state_code": "TX",
      "firm_count": 1076
    },
    {
      "path": "/advisors/tx/houston",
      "name": "Houston",
      "msa_name": "Houston-Pasadena-The Woodlands, TX",
      "state_code": "TX",
      "firm_count": 661
    },
    {
      "path": "/advisors/tx/austin",
      "name": "Austin",
      "msa_name": "Austin-Round Rock-San Marcos, TX",
      "state_code": "TX",
      "firm_count": 521
    },
    {
      "path": "/advisors/tx/san-antonio",
      "name": "San Antonio",
      "msa_name": "San Antonio-New Braunfels, TX",
      "state_code": "TX",
      "firm_count": 142
    },
    {
      "path": "/advisors/tx/waco",
      "name": "Waco",
      "msa_name": "Waco, TX",
      "state_code": "TX",
      "firm_count": 22
    },
    {
      "path": "/advisors/tx/el-paso",
      "name": "El Paso",
      "msa_name": "El Paso, TX",
      "state_code": "TX",
      "firm_count": 19
    },
    {
      "path": "/advisors/tx/lubbock",
      "name": "Lubbock",
      "msa_name": "Lubbock, TX",
      "state_code": "TX",
      "firm_count": 15
    },
    {
      "path": "/advisors/tx/amarillo",
      "name": "Amarillo",
      "msa_name": "Amarillo, TX",
      "state_code": "TX",
      "firm_count": 13
    },
    {
      "path": "/advisors/tx/college-station",
      "name": "College Station",
      "msa_name": "College Station-Bryan, TX",
      "state_code": "TX",
      "firm_count": 11
    },
    {
      "path": "/advisors/tx/midland",
      "name": "Midland",
      "msa_name": "Midland, TX",
      "state_code": "TX",
      "firm_count": 11
    },
    {
      "path": "/advisors/tx/corpus-christi",
      "name": "Corpus Christi",
      "msa_name": "Corpus Christi, TX",
      "state_code": "TX",
      "firm_count": 9
    },
    {
      "path": "/advisors/tx/mcallen",
      "name": "McAllen",
      "msa_name": "McAllen-Edinburg-Mission, TX",
      "state_code": "TX",
      "firm_count": 9
    },
    {
      "path": "/advisors/tx/abilene",
      "name": "Abilene",
      "msa_name": "Abilene, TX",
      "state_code": "TX",
      "firm_count": 7
    },
    {
      "path": "/advisors/tx/tyler",
      "name": "Tyler",
      "msa_name": "Tyler, TX",
      "state_code": "TX",
      "firm_count": 7
    },
    {
      "path": "/advisors/tx/victoria",
      "name": "Victoria",
      "msa_name": "Victoria, TX",
      "state_code": "TX",
      "firm_count": 7
    },
    {
      "path": "/advisors/tx/longview",
      "name": "Longview",
      "msa_name": "Longview, TX",
      "state_code": "TX",
      "firm_count": 6
    },
    {
      "path": "/advisors/tx/beaumont",
      "name": "Beaumont",
      "msa_name": "Beaumont-Port Arthur, TX",
      "state_code": "TX",
      "firm_count": 5
    },
    {
      "path": "/advisors/tx/wichita-falls",
      "name": "Wichita Falls",
      "msa_name": "Wichita Falls, TX",
      "state_code": "TX",
      "firm_count": 4
    },
    {
      "path": "/advisors/tx/killeen",
      "name": "Killeen",
      "msa_name": "Killeen-Temple, TX",
      "state_code": "TX",
      "firm_count": 3
    },
    {
      "path": "/advisors/tx/san-angelo",
      "name": "San Angelo",
      "msa_name": "San Angelo, TX",
      "state_code": "TX",
      "firm_count": 3
    },
    {
      "path": "/advisors/tx/sherman",
      "name": "Sherman",
      "msa_name": "Sherman-Denison, TX",
      "state_code": "TX",
      "firm_count": 3
    },
    {
      "path": "/advisors/tx/brownsville",
      "name": "Brownsville",
      "msa_name": "Brownsville-Harlingen, TX",
      "state_code": "TX",
      "firm_count": 2
    },
    {
      "path": "/advisors/tx/laredo",
      "name": "Laredo",
      "msa_name": "Laredo, TX",
      "state_code": "TX",
      "firm_count": 2
    },
    {
      "path": "/advisors/tx/texarkana",
      "name": "Texarkana",
      "msa_name": "Texarkana, TX-AR",
      "state_code": "TX",
      "firm_count": 2
    }
  ],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/tx",
      "label": "Financial advisors in Texas"
    },
    "fee_pages": [
      {
        "path": "/advisors/tx/fee-only",
        "label": "Fee-only financial advisors in Texas",
        "firm_count": 831
      },
      {
        "path": "/advisors/tx/flat-fee",
        "label": "Flat-fee financial advisors in Texas",
        "firm_count": 1156
      },
      {
        "path": "/advisors/tx/hourly",
        "label": "Hourly financial advisors in Texas",
        "firm_count": 850
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/tx.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
